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WealthPlan Investment Management’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

WealthPlan Investment Management’s Portfolio QVMT Stock Details QVMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,838
Closed -$276K – 474
2025
Q4 		$276K Buy
+4,838
New +$268K 0.02% 322

Other funds holding QVMT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPlan Investment Management's QVMT Position: Q1 2026 in Review

WealthPlan Investment Management sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q1 2026, closing a stake of 4,838 shares — an estimated $276K sold.

WealthPlan Investment Management first reported a position in QVMT in Q4 2025 and held it in 1 quarter. The position peaked at $276K in Q4 2025. 46 funds tracked by Wall St. Rank hold QVMT as of Q1 2026.

  • WealthPlan Investment Management reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,838 Invesco S&P 500 Concentrated QVM ETF shares in Q1 2026, an estimated $276K.
  • WealthPlan Investment Management first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2025 and held it in 1 quarter.
  • WealthPlan Investment Management's Invesco S&P 500 Concentrated QVM ETF position peaked at $276K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.